Planned Giving Brief

Planned Giving Brief: Gifts of Stock


Rather than selling your stock, consider making a gift of stock to a local charity. Transferring stock instead of selling it will help you avoid capital gains taxes and allow you to put your gift to work for the causes you care about most. 



Visit the Whitefish Community Foundation: Helping You Give  to find out how easy it is to transfer your appreciated securities or call Linda at 406-863-1781.